MOS

MGO One Seven Portfolio holdings

AUM $4.32B
1-Year Est. Return 21.44%
This Quarter Est. Return
1 Year Est. Return
+21.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$964M
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$11.8M
3
+$7.76M
4
HD icon
Home Depot
HD
+$6.09M
5
JPM icon
JPMorgan Chase
JPM
+$5.03M

Top Sells

1
+$2.21M
2
+$1.3M
3
+$994K
4
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$987K
5
KSU
Kansas City Southern
KSU
+$906K

Sector Composition

1 Technology 18.37%
2 Financials 9.17%
3 Healthcare 9.1%
4 Consumer Discretionary 8.02%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$323K 0.03%
1,926
-41
477
$320K 0.03%
11,402
478
$320K 0.03%
8,561
479
$319K 0.03%
8,389
+828
480
$318K 0.03%
2,595
+340
481
$317K 0.03%
5,349
+1,251
482
$315K 0.03%
15,645
+710
483
$313K 0.03%
+4,711
484
$311K 0.03%
3,722
485
$310K 0.03%
4,688
+1,560
486
$308K 0.03%
+1,506
487
$306K 0.03%
+7,825
488
$306K 0.03%
8,356
-1,040
489
$306K 0.03%
8,118
-1,313
490
$304K 0.03%
6,229
-38
491
$303K 0.03%
16,849
-49
492
$300K 0.03%
1,617
+419
493
$300K 0.03%
+6,059
494
$300K 0.03%
1,915
+18
495
$300K 0.03%
3,756
+3
496
$298K 0.03%
3,503
-493
497
$298K 0.03%
+6,409
498
$298K 0.03%
1,982
-251
499
$297K 0.03%
3,946
+1,021
500
$297K 0.03%
11,209
-1,309
18 19
20
21 22